-90.0%
SNAP vs ITOT
+66.6%
-156.5%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.3% | +5.5% | +4.1% |
| 7D | -9.8% | -0.8% | -9.0% | -7.7% |
| 30D | -18.2% | -2.0% | -16.2% | -13.8% |
| 3M | -3.1% | -1.5% | -1.5% | +1.2% |
| 6M | -7.1% | +3.3% | -10.4% | -11.6% |
| YTD | -33.8% | +12.5% | -46.3% | -46.2% |
| 1Y | -39.0% | +12.6% | -51.6% | -50.6% |
| 3Y | -52.8% | +78.6% | -131.5% | -85.3% |
| 5Y | -90.0% | +67.0% | -157.0% | -95.9% |
| All | -90.0% | +66.6% | -156.5% | -95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ITOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling